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Confluence 5.0 introduces significant changes to the user experience: A new way of creating content, more options in the header, a new sidebar, and new look and feel across your Confluence site.
People in your organisation will need to be aware of the coming changes, so that they can plan and prepare for them.
This guide describes the changes that may affect the way people are used to working. For an alternative view of what's new, see the Confluence 5.0 Release Notes. For an administrator's guide to preparing for the upgrade, see the Confluence 5.0 Upgrade Notes.
New way of creating content
The 'Add' option has disappeared from the top of pages and from the dashboard. Instead, Confluence 5.0 offers these options:
- Create in the Confluence header, for creating a page or blog post
- Create child page in the sidebar.
- The shortcut key C, for quickly opening the 'Create' dialog.
When you create a page, you can choose to base it on a template. For a full description, see Working with Pages.
To add a comment, scroll to the bottom of the page or press M on your keyboard.
Or 'Create child page' in sidebar
Redesigned header
The Confluence header has been updated to look like the JIRA and other Atlassian product headers, and consolidates a number of options in one location:
- If you have Confluence linked to JIRA or another Atlassian application, you can switch to those applications via the application switcher in the header. Administrators can also add links to non-Atlassian applications.
- New options point directly to the space and people directories.
- A help icon presents links to online help, keyboard shortcuts, and other useful pages.
- The cog icon, for site administrators, offers management of add-ons, users, and other site administration tasks.
- The user menu, now represented by your profile picture instead of your name, gives access to your personal settings.
For a full description of the header and page, see Page in View Mode.
Browse menu gone, replaced by new sidebar
The 'Browse' menu used to contain a mish-mash of options, some relating to the current space, some to the entire site, and some random options like keyboard shortcuts. Now things are much tidier and will feel familiar to users of JIRA too:
- Site-level items now appear on the left-hand side of the header: links to the dashboard, space directory and people directory.
- Add-ons will also be able to add items to the header. For example, Team Calendars may add a 'Calendars' option.
- Space-related items are now in the sidebar (under 'Space Tools').
Note: The 'Browse' menu remains available in the Documentation theme, because this theme does not include the new sidebar. Instead, the theme retains the left-hand navigation panel and the 'Browse' menu as in previous versions of Confluence.
More about the sidebar
Space administrators can configure what is displayed in the top section of the sidebar, adding shortcuts to important documents, and change the space logo and name. See Configuring a Sidebar.
You can collapse the sidebar to gain more space.
The sidebar also gives access to the space administration pages and other tools. See below.
Reorganisation of space administration and space tools
We have changed the layout and organisation of the space administration pages and other space tools, to fit better with the new overall design.
- The 'Space Tools' option on the new sidebar gives initial access to the space configuration, administration and tools.
- A new tab-based navigation offers further access.
If you get lost in the new UI, or cannot find that essential option you know exists somewhere... do not despair. Our guide to spaces is fully updated.
Note: In the Documentation theme, you can still access space operations via the 'Browse' menu.
New way of updating site welcome message
We have introduced a system template containing the content of the site welcome message that appears at top left of the dashboard. The template offers the rich text editor for entering and updating the welcome message. See Editing the Site Welcome Message.
New way of updating default space content
This release also includes two system templates containing the default content for space home pages, for global spaces and personal spaces. You can now use the rich text editor to update the content. See Customising Default Space Content.
Easy Reader theme replaced by default Confluence theme
Confluence 5.0 does not include the Easy Reader theme. If your Confluence site currently uses the Easy Reader theme, your site and the spaces that use the theme will be automatically transferred to the default theme on the upgrade to Confluence 5.0.
If you have feedback on this change, please would you add a comment to the following page: Feedback on removal of Easy Reader theme from Confluence 5.0.
Other noteworthy changes
These changes may affect people using on your site:
- Direct access to labels view no longer available via menus. In earlier versions of Confluence, people could get to the labels view by choosing Browse > Labels. Now that the 'Browse' menu has gone from the default theme, this option is no longer available.
To find the labels view:
- Where you see a label on a page, blog post or attachment, choose the label to go to the labels view. (Any page or blog post that has labels will have them listed together in a block at the bottom of the page.)
- You will also see labels in the 'Attachments' view or in a listing of attachments provided by the Attachments macro.
Alternatively, visit the following URL:
<MY.CONFLUENCE.SITE>/labels/listlabels-alphaview.action?key=MYSPACEKEY.
For example: https://confluence.atlassian.com/labels/listlabels-alphaview.action?key=DOC
Note: The Documentation theme retains the 'Browse' menu in Confluence 5.0, and thus the 'Browse > Labels' option is still accessible.
- Ability to add space labels has been removed. Existing space labels will be preserved, but you will be unable to add new space labels to your spaces. Space categories are not affected by this change.
- Metadata Details and Details Summary macros renamed.We have renamed the following macros: Metadata Details is now Page Properties. Details Summary is now Page Properties Report. When you upgrade to Confluence 5.0 or later, an upgrade task will automatically rename existing Metadata Details and Details Summary macros on your Confluence pages. The wiki markup and storage format code for these macros has not changed.
For an alternative view of what's new, see the Confluence 5.0 Release Notes. For an administrator's guide to preparing for the upgrade, see the Confluence 5.0 Upgrade Notes.
Upgrading from Confluence 3.5 or earlier
If you are upgrading from Confluence 3.5 or earlier please note that the change to the Confluence editing experience is significant. See our guide: Planning for Confluence 4.
Want to see Confluence 5 in action?
This video is an overview of what's new in Confluence 5.0:
And this one focuses on the new sidebar:
53 Comments
Robert Quinn
Feb 25, 2013Not sure where to start... I use Ondemand so some of this I can't change because of restrictions with editing layouts. In general 5.0 looks like it has a lot of nice features, just unhappy with some of your decisions
I love your products and have used them for close to ten years. I sell my customers on them and I dislike projects that don’t use them. I’ll continue to use them even when you go sideways on usability. I learned to appreciate RTE, I’ll learn to like sidebar, but someone needs to focus on UX, you guys don’t use your own default layout… that should tell you something. BTW, click here to upload a photo, I’m sure that’s the next logical thing you’d want to do right now. Sorry to bitch but I live in confluence, had to get it off my chest.
Anatoli
Feb 26, 2013Thanks for the feedback, Robert,
This is on the cards for the next stage of sidebar development. Would be good to hear why you think this is important for you? Is it because your space is well structured and navigating the tree is the best way to find content?
Not sure what you mean here. Now the breadcrumbs give you the path from root (Pages) to the page you are viewing. I.e.
Pages/Level 1/Level 2/Level X .
In 5.0 instead of breadcrumbs starting from space name it now starts withPages
. Maybe you didn't click on ellipses; we shorten long breadcrumbs with … clicking on … will expend them.Yes, admins will see quite a bit of different configuration options. But those things will only be visible to site or space admins, we expect that most users will not be affected by the abundance of configuration options.
We really appreciate your taking the time and giving us all this feedback. It helps us to make Confluence better
.
Robert Quinn
Feb 26, 2013Anatoli thanks for the response, i shouldn't have made my post such a rant.
We found the left nav seems to increases adoption/usage. I still use search and favorites, but after standardizing on doc theme I rely on it more and more (but has to be full tree) On your support sites I almost never use it, but for our internal sites, the context is smaller so the trees work well. Mostly it seems to anchor our newer users, not scientific but we get complaints if one of spaces stays with the default and doesn't use doc theme. A positive aspect of the sidebar, I think the choice to focus on child pages makes sense. Almost all our "section header" pages uses an "Additional Information" panel that use the children macro. (seems messy to have both, but i guess i'd look for something that did)
gulp, i think i have to eat crow on this. could have sworn there was intervening pages missing, should have verified
i've considered using an additional non-admin for my day to day usage. we're usually at our limit so don't have the extra user to do that. i would still encourage you to consider that even for admins, these are low volume activities, but glad to know users aren't affected.
John Masson
Feb 26, 2013Hi Robert, thanks for the detailed feedback and your support over a decade!
Let me go through the other points you raised individually that haven't been answered yet:
I assume you mean the Create Space button on the top right of the Dashboard? This is visible here for users with the right permissions and is really a transitional element in our design before (as you suggest further down) it becomes part of the Create button.
This is a good idea, we have plans on making better use of both the Spaces and People buttons in the header.
Very keen to hear what specifically annoys you about these? Do your current space logos render ok in this style?
As background, this is something we're doing across all products. User avatars get the rounded corner style and Spaces (in Confluence, repositories in BitBucket as another example) have the round logos, so the two things are easily differentiated.
On your last point, you're right that these docs don't yet use the new default layout, that's just due to not having the complete pagetree in the sidebar in the new theme yet. As Anatoli mentioned, this is planned for the future and it would be great to get your feedback as he asked. We're also getting feedback from people on Advance warning of plans to merge Documentation theme with the default theme which you may like to read and contribute to.
Robert Quinn
Feb 26, 2013John thanks for the reply. makes sense that create button would assume create space, i can see where you're taking it, seems like a good direction. I like that new approach...
As an aside being able to override the parent during add page would get a +1 from me.
No they look terrible. For one of the sites I do, it's workable because they more like Icons just to give people a sense of context. But for my other sites, I really need larger, with the shape specific to the image. My client's branding is near and dear to their hearts and they don't want to see their logo in a circle. I've stopped using internally hosted sites and ondemand is probably constricting me from solving this problem. Not sure what my options are. I have a demo at end of week and I think the new look could undermine my message. I'll see.
Not sure why I referenced Atlassian's use of the layouts, spaces shouldn't all look alike or be forced to stick with the default, in retrospect that's was a bad justification.
Mark Hrynczak
Feb 27, 2013You can already do this - while adding a page you have a "Location" button in the bottom-left of the editor. Clicking on that will open a dialog where you can set a new parent page.
Robert Quinn
Feb 27, 2013thought it might be available in the create dialog... but i'll take a location button at the bottom of the page. Consistency with everyday page edits is a good thing. thanks.
Wesley Monroe
Mar 08, 2013Seconding 4 & 5 above.
Re: the spaces button, please consider making that a menu just like the project menu in Jira: the space your on is selected, the list of the 5 recently visited is below it, and then "View All Spaces" below that.
Regarding the rounded of icon's, that was was one of the first things our design team cribbed about.
Anonymous
Mar 14, 2013I have just spent a fruitless couple of hours trying to sort out the space logo. I created a square image with our logo in the middle (its rectanglular). I then uploaded it. For the space it looks OK but for the space directory screen its awfull - the circle is in the wrong place (part way down the page) - so shrink it, and shrink it to move it up and up. Its now just 40 X 40 pixels and although in the right place looks as bad as you expect. Is there a difference between the rendering on the space directory and the rendering on the space itself
[it looked OK on 4.5.7
)
Anatoli
Mar 14, 2013Hi Anonymous,
Did you use the cropping functionality when you were setting the logo (Configure Sidebar -> Pencil Icon in top right of the sidebar)?
If you are still having problems with the logo can you please contact support and post some screenshots there. We will try to help you out.
John Thornton
Mar 06, 2013Seconding #5 above. Our logo is a triangle. The round frame around the logo means either my logo is oddly cropped or not aligned with the text. Both look goofy.
BillA
Feb 26, 2013Hi Robert,
Regarding the getting started steps:
We'll respond to your remaining feedback in a different comment.
Robert Quinn
Feb 26, 2013Hi Bill, thank you for opening these tickets, I should have done that. I'll track the progress.
Anonymous
Feb 26, 2013So all this is still release candidate, right? When will the full – supported – release be?
I agree with Robert above that Spaces button should be a drop-down.
Anonymous
Feb 26, 2013Nope, it seems that Confluence 5 is already released Confluence 5.0 Release Notes
SarahA
Feb 26, 2013Hallo Anonymous both
Yes, the production-ready, fully-supported release of Confluence 5.0 is now available. For a full list of features, take a look at the Confluence 5.0 Release Notes.
Cheers, Sarah
BillA
Feb 26, 2013What would you expect to see in the spaces drop down? Question also for Robert Quinn.
Robert Quinn
Feb 26, 2013JIRA Studio had a "project" drop down. If I'm remembering correctly it had the 5 most active (not sure if across the instance or for the user... +1 for user based) and the last entry was Project List... which brought up a page. Memory is fuzzy, maybe I dreamed all that. I think a solution where you're trying to catch a "personalized best guess" could work well. If we're going for broke you could allow pinning, space list ordering, etc. Hope that helps
Ben
Feb 26, 2013Not everyone uses full image style logos where the entire background color is a solid color.
Take for instance the "icon" style logo. In this case the corners appear cropped rather than just rounded off. Even if a full image style icon is used, this can cut off important parts of a logo. 5.0 has screwed up our logo. I have a JIRA ticket open with an example: JST-57254
Ben
Feb 26, 2013BillA
Feb 26, 2013Hi, Ben. for #4 a space admin can hide blogs from the header of the sidebar by clicking "configure sidebar" and removing the blogs. Feel free to email me screenshots of your other issues with the documentation theme. I'm just first name at atlassian dot com.
Ben
Feb 26, 2013We are using the documentation theme. Does this still apply? Will email you the rest.
Jason Plumhoff
Feb 27, 2013+1 on suggestion #4. I'd love to be able to hide header bar options for some users based on group memberships.
Ben
Feb 27, 2013Regarding the logos, a good example would be your own bitbucket logo. See image.
Adhip Pokharel
Feb 27, 2013Hi,
We upgraded our Development version of Confluence(Sandbox) to 5.0.1 today. and we are having some issues with Refined wiki. It looks like they do not have a new release for Confluence 5.0. Our Dashboard is still the same. We do not see any new look of Confluence 5.0 on our Dashboard. Also, our pages have same old Look. When we go to the Administration section, we see the new look of Confluence 5.0 and when we disable Refined Wiki, we can see the new look of Confluence. I know it is a Refined Wiki question but do you happen to know when is Refined Wiki releasing a new version to match with Confluence 5.0?
Thanks
Anonymous
Mar 04, 2013I can't tell you when the release for Confluence 5 will be ready, but you can try the current rc1 of Refinded Wiki http://demo.refinedwiki.com/display/rwot3x/Version+3.4-rc1
Adhip Pokharel
Feb 27, 2013Hi,
Can someone guide me how to Configure the Confluence button at the top like adding links to JIRA, ADP Portal etc? Also, i think ability to hide dashboard is now possible. Where can i do that?
Thanks
Adhip Pokharel
Feb 27, 2013Hi,
I think i found where it is located. Is it the "Application links" under Administration? But, it did not work even after i added the url to our JIRA Sandbox.
Mostafa Asaduzzaman
Mar 01, 2013Hi Adhip,
You can add confluence button on the top like JIRA using Custom HTML as we have the image and url for other applications embedded in it.
Put the HTML At beginning of the BODY section as table row which will allow you to add images and links on the top bar.
Regards,
Mostafa
Matt Clarke
Mar 14, 2013+1 for #5 above. Our corporate logo is square, and the round space icons look awful. It would be great to have an option to use the logo as uploaded without adding the round frame.
StefanS
Mar 15, 2013+1 for the annoying rounded space logos. Our corporate logo is aswell a rectangle and there is no way I could get a sign-off for a suddenly round logo, as this is also our default space logo.
You shouldn't enforce such design decisions on your customers and calling your products enterprise ready at the same time.
John Masson
Mar 17, 2013Hi Stefan, did you know that you can also Change the Site Logo? That should work fine with the rectangular corporate logo and be visible at all times. Does that help you, or was there a reason you specifically want the space to use the corporate logo instead?
April
Apr 10, 2013John,
We tried this. Our logo looks like a molecule. Everyone hates it.
Truly, we don't understand why a software company would even think of, much less attempt to, control a paying customer's corporate image in this way. Not sure that this is the sort of "amazing" you folks really want to be.
Steve Randerson
Apr 09, 2013I'd like to place another vote for removing the restriction that means space logos have to be circles. We have a confluence space for each of our customers' systems and put their logo as the space log on their space. None of our customers have circular logos. That means they all now look silly with the corners cropped off.
i could go back through every space and upload a new version of each image with a big space around the edge that would allow me to fit it into the circle, but that would just result in tiny logos in the middle of the circle.
I don't think it's Atlassian's place to dictate what shape logos we should have. If you desperately want us to use circles then make it a default crop pattern, but please allow it to be removed and proper rectangular images use.
Anonymous
Apr 11, 2013+1 for allowing rectangular logos again. We are trying to increase the professionalism of our Confluence and this just makes it look like a half thought-out toy that the geeks are still playing with.
Daniel Schwering
Apr 11, 2013+1 for rectangular logos. We use existing logos for projects and customers, most of which are rectangular and look shitty cropped to a circle - and adding enough white border to keep the rectangular logos inside the circle makes them too small.
Curtis Goggins
Apr 11, 2013+1 for the logo debacle. My rectangular logo is in a very tiny circle. But what really make it hideous is that it's not aligned with the word dashboard.
Robin Rudikoff
Apr 24, 2013Agreed. I'm getting a lot of grief about our rectangular logo now being half visible and round.
Fabian Lopez
May 01, 2013I have to agree on this one. I was using the space logo to represent sections and I designed rectangular logos for each one. They are really ugly now. At least you should provide the alternative to select rounded logo or keep it as is on file (probably size adjusted as it was before). Here is an example that I will need to fix
https://www.vxvista.org/display/vxch/Welcome
Edwin Stol
May 02, 2013Small question; on this instance of Confluence 5.1.2, the page history is hidden, except when hovering across it.
I did not put much effort in it, but i can't seem to find this 'setting' somewhere.
Can anyone elaborate?
Rachel Robins
May 02, 2013Hi Edwin, this has been achieved with some custom CSS in this space. We may make this available as a plugin in future.
Hope this helps, Rachel.
Edwin Stol
May 07, 2013Hi Rachel,
Thanks for your reply. We'll just wait until you plugin it, or release the custom CSS then
Thanks,
Edwin.
/edit/
I've extracted the custom CSS from your DOC export:
Ed Kershenbaum
May 08, 2013+1 for getting rid of the round logo. This was a really bad idea. If you are going to allow customers to customize their spaces with logos, why get needlessly cute? The circle is tiny, and none of the existing logos fit correctly. Getting each space's logo straight is a huge waste of our time. It is preventing me from rolling out an upgrade. Atlassian folks - this is a horrible customer experience.
+1 for keep breadcrumb trails the way they worked in 4.x. What is pages? This is another needless, noise-creating change that needs to be explained to every use.
+1 for hierarchical spaces. Even a moderate-sized wiki is difficult to manage with hundreds of spaces and no hierarchy. I've added the free SubSpace plugin, but it is not integrated into Atlassian's design or documentation.
A huge thank-you on templates with blueprint instructions. This is driving the 5.x upgrade. It is a great feature.
Chris Kent
May 28, 2013Some feedback from me, we just upgraded from 4.3 to 5.1...
That's all for now, after just 10 minutes of play.... Hmmm wonder what else I'll find.
StefanS
May 28, 2013Regarding the applications link: JIRA has it as of version 6.0 which got released a few days ago. See https://jira.atlassian.com
Technical Administrator
May 30, 2013I'd like to add my sentiments on the round logo. We're looking at other products now since we cannot get customer's logos to appear as they want them to be. Whether our logos are round, square, tall, short is none of your business. This is our documentation, Confluence is simply the tool we use to create it...for now.
Anonymous
Sept 10, 2013do you need to use confluence if you only want to use JIRA for issue maanagement. no need for wiki's etc...
Rachel Robins
Sept 10, 2013Hi Anonymous, JIRA and Confluence are two separate products that can be connected together to provide some great integration features. You do not however need both products. You might want to have a look at the information here about JIRA https://www.atlassian.com/software/jira.
mikekmcguire
Oct 08, 2013Is there an issue with the videos on this page? I'm just getting blank areas of the screen.
Rachel Robins
Oct 08, 2013Hi Mike, I have fixed the links to the videos. You can also see them here https://www.youtube.com/watch?feature=player_embedded&v=KIe4NRrrYmA and here https://www.youtube.com/watch?feature=player_embedded&v=QJr34a6e11A.
Anonymous
Oct 16, 2013hi,i wan't :confluence(5.2.5) LDAP configuration,but failded。
how do?
3q
Graham Hannington
Oct 23, 2013It's one thing to have personal space logos default to an image that resembles the circular Contacts photo on an iOS 7 device (if that's your thing), but it's another to dictate that look, especially for non-personal spaces, which might use company/brand/product logos.
The bleeding obvious, but it appears to be necessary to state it here: logo aspect ratios vary. Not all logos are suited to being rendered (cropped) inside a circle. Especially not at a relatively small scale.
Anonymous
Nov 06, 2013I like that you have included the muppets backlog in this version